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RIAs

Compare RIAs.

Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.

Similar in size to Pope Wealth Management (swap one in):+ Crosswell Family Wealth Advisors $80.6M · The Woodlands, TX+ Virginia Investment Advisory, Inc. $80.5M · Henrico, VA+ Farnsley Wealth Management, LLC $72.7M · Port St. Joe, FL+ Burkart Financial Group, Inc. $72.2M · St. Petersburg, FL
Lakewood Ranch, FL
Winter Park, FL
Sunrise, FL
Assets under management$76.7M$80.8M$72.6M
Asset growth, last 2 years–––
Advisory staff121
Individual clients81101124
Assets per client$947K$800K$585K
Clients per advisor8151124
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack332
People on Advicer.bio121

From each firm's latest Form ADV (Jan 2026, Oct 2026, Jun 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.

Firms update assets in their annual Form ADV filing, usually by the end of March.

Assets under management

Advisory staff

Individual clients

Tech stacks

0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.

ToolPope Wealth ManagementLakeshore AdvisorsLifecraft Wealth Management
Custodial Platform
Altruist––Uses it
Charles Schwab–Uses it–
Digital Marketing
Snappy KrakenUses it––
Financial Planning
RightCapital (Right Capital)–Uses it–
Planning Light
AdvyzonUses itUses it–
Schedule Apps
CalendlyUses it––
Website Builders
Wix––Uses it